5T WEALTH, LLC

other names
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Adviser Profile
As of Date 02/11/2025
Adviser Type - Large advisory firm
Number of Employees 3 -50.00%
of those in investment advisory functions 2
Registration California, Terminated, 07/15/2003
Other registrations (1)
AUM* 283,078,609 45.34%
of that, discretionary 282,507,143 45.37%
Private Fund GAV* 10,840,035
Avg Account Size 523,251 -12.69%
% High Net Worth 16.28% -16.00%
SMA’s Yes
Private Funds 1
Contact Info (70 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

218M 186M 155M 124M 93M 62M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$10,840,035

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